We are currently using Concur's basic integration to NetSuite for expense reports, and we are now looking to utilize the system for our Canadian entity. We are in the process of setting up NetSuite tax codes/groups & Concur tax authorities with the utilization of the reclaim extraction rates, and we are encountering several sync issues.
- Ontario Expense, Canadian Entity - Report and reclaim appear correct in Concur, but NetSuite is recalculating the Ontario HST at 13% rather than accepting the calculated reclaim factor total from Concur when synced. This increases total payable & tax amounts in NetSuite creating a mismatch between systems. Has anyone encountered this issue before?
- US Expense, Canadian Entity - We do not currently have any tax functionality within Concur for US expenses, but the NetSuite tax code field is mandatory on Canadian expense reports. When we attempt to sync a report with US expenses on the Canadian entity, it fails for missing tax code. This must be a common issue, so I'm wondering how others handle this scenario.
- Provinces with PST & GST - PST & GST are separate tax authorities on the Concur side, but the NetSuite expense report is looking for a tax group. Do you attach the same NetSuite tax group internal ID to both Concur tax authorities? Somehow map to tax codes? Something else?
Any assistance or guidance would be greatly appreciated! 🙂
